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- Getting Started
- Basic Navigation
- Automated Workflows
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Using the Kanban View
- Creating New Records
- Configuring Dropdown Lists
- Managing Duplicate Records
- Open or Edit Existing Records
- Change the Column order
- Setting up your CSV file for Import
- Syncing Your Accounting System
- View Details on Map Pins
- Filter Map Records
- Company Information
- Sorting Records
- Colourise Map Records
- Filtering Records
- Import Data from Excel or CSV
- Export data
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Filtering Records
The row beneath the column headings is the Filter Row.
- You can filter any grid in the CRM by typing in filter text here.
- You can apply filters to more than one column at a time.
- When a filter is applied, a tiny red “filter” icon appears at the left hand side. This can be used to quickly clear all filters.
The first icon on the left hand side allows you to choose the Type of filter.
The exact filter types depend on the field type, for example, text-based fields have options like “Starts With” and “Contains” – date fields have filters like “On, Before, The Month, Last month”.
You can also filter records with Advanced Filters.
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